Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jevan? Claim Your ProfileJevan Madeira is an investment advisor representative who has been in the industry for over 7 years. Jevan currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with them since 2018. Jevan is registered to provide investment advice in 53 states. Jevan has a broad range of experience in the financial services industry and has held previous roles at National Securities Corporation and Garden State Securities, Inc. Jevan holds a number of industry licenses, including Series 7, Series 10, Series 9, Series 63, and Series 66.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
08/13/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Columbus OH)
NY
06/07/2016 - 11/01/2017
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
10/22/2015 - 06/08/2016
GARDEN STATE SECURITIES, INC. (New York NY)
BOTH
Issued 05/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/12/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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